pretickt

Is TDG a good stock to buy?

TransDigm Group Incorporated · end-of-day data as of Nov 13, 2026

TransDigm
TDG · $66.45B
$1,217.28+1.2%
Nov 13, 2026 · close
$1100$1200SepOctNov9:3016:003 months -1.3%Nov 13 · close
▲ 5
  • PT$1,470.67 +20.8%
  • ConsensusBuy · 23
  • MAs4 of 4
  • MA20×50Golden 9d ago
  • MACD4.15
Neutral
  • Earnings in81d
  • P/E34.3x
  • RSI59
  • Support-0.2%
  • Resistance+4.8%
  • Off 52w high-16.8%
  • Volume1.2x
  • Bollingerupper half
  • News0.00
  • FCF yield+2.9%
  • P/E vs own-7.6%
  • 52w range$1,071–$1,463
  • ATR+3.0%
  • Off ATH-25.0%
▼ 4
  • P/E vs sector+25.2%
  • Insiders-$26.25M
  • Trendbearish
  • Sector▼ -11.7%

Updates with the 15-min delayed price. Not a forecast or investment advice.

Is TransDigm a good stock to buy?

TransDigm is strong on 3 of the 5 questions about the business. The price is low: 34.3 times its earnings, below its 3-year median of 44.3 (Nov 13, 2026). pretickt does not say whether to buy or sell.

  1. Demand growing
  2. Advantage hard to copy
  3. Economics very profitable
  4. Execution mixed
  5. Fragility some risks
  6. Price below its usual
DemandDo people want more of what it sells?growing

TDG sales growth revenue growth

+17%a year, for the last 3 years

TransDigm's sales grew 17% a year for 3 years, to $10.56B in fiscal 2026.

TDG analysts' forecast revenue estimates

+11%the sales they expect next fiscal year, on the last

Analysts expect TransDigm's sales to grow 11% to $11.77B in fiscal 2027 (15 analysts).

TDG competitors

pretickt analysis+20%its sales in 12 months, on a year before

TransDigm's sales grew 20% in the 12 months to Sep 30, 2026, faster than L3Harris (+7%) and Northrop Grumman (+7%), slower than Howmet Aerospace (+22%).

TDG sales by business revenue by segment

52%of its sales from Power And Control

Power And Control brought TransDigm 52% of its sales in fiscal 2025; Airframe 47%.

Advantage moatIs it hard to copy?hard to copy

TDG return on capital ROIC

pretickt analysis21%earned before tax on the money invested in it

TransDigm earned 21% before tax on the capital invested in it in the 12 months to Sep 30, 2026; Honeywell Aerospace 30%, Howmet Aerospace 29%, Northrop Grumman 14% and L3Harris 9%.

TDG margin on each sale gross margin

59%left after making the product

TransDigm kept 59% of each sale after making the product in the 12 months to Sep 30, 2026; its competitors' median is 31%.

EconomicsDoes it make good money?very profitable

TDG margin after costs profit margin

46%of sales left after running the business

TransDigm's operating margin was 46% in the 12 months to Sep 30, 2026, against 44% in fiscal 2023.

TDG cash generated free cash flow

$1.91Bcash left after investing, last 12 months

TransDigm generated $1.91B of free cash flow in the 12 months to Sep 30, 2026, about as much as its reported profit.

TDG profit per share

+11%in its last fiscal year

TransDigm's earnings per share grew 11% in fiscal 2026, to $35.51.

ExecutionDoes it deliver what it promises?mixed

TDG earnings vs estimates

6 of 8quarters above the analysts' estimate

TransDigm beat the analysts' profit estimate in 6 of its last 8 quarters, the latest on Nov 10, 2026.

TDG insider selling

-$461Msold, net, by its executives in 12 months

TransDigm's executives and directors sold a net $461M of shares in the 12 months to Nov 13, 2026 ($465M sold, $3.84M bought).

TDG number of employees

-1%fewer people in a year

TransDigm had 16,500 employees at the end of fiscal 2025, 1% fewer than a year before.

TDG CEO pay

$25.19Mfor fiscal 2025, 84% of it in stock and options

TransDigm paid its CEO $25.19M for fiscal 2025, 84% of it in stock and options.

Fragility risksCould something break it?some risks

TDG financial health Altman Z-score

1.8Altman Z-score, safe above 3

TransDigm's Altman Z-score is 1.8 (Nov 13, 2026), below 1.8, the distress zone.

TDG quality checks Piotroski score

5 of 9checks passed

TransDigm passes 5 of the 9 Piotroski checks in the 12 months to Sep 30, 2026; it misses on return on assets, the current ratio, gross margin and sales for its assets.

TDG biggest customers

under 10%of sales from any one customer

No customer made 10% of TransDigm's sales in fiscal 2026.

TDG shareholders institutional ownership

pretickt analysis
  • Capital Group21.5% ▼
  • Vanguard10.8% ▼
  • BlackRock8.4% ▲
1,180institutions hold it; the largest sold shares

1,180 institutions hold 92% of TransDigm's shares (Jun 30, 2026); BlackRock added shares that quarter, Capital Group and Vanguard sold some.

TDG in past recessions

pretickt analysis-2%its sales in the worst one

TransDigm's sales fell in 1 of the last 2 US recessions, by as much as 2% in fiscal 2020.

Price valuationIs the price reasonable?below its usual

TDG price vs profit P/E ratio

34.3×a year's earnings

TransDigm's P/E ratio is 34.3 (Nov 13, 2026), below its 3-year median of 44.3.

TDG price vs competitors

pretickt analysis34.3×a year's earnings, against its competitors

Investors pay 34.3 times TransDigm's earnings (Nov 13, 2026), more than for Honeywell Aerospace (27.5), L3Harris (25.4) and Northrop Grumman (17.4), less than for Howmet Aerospace (43.2).

TDG analysts' target price target

+21%to their average target

Analysts' average price target for TransDigm is $1,471, 21% above the Nov 13, 2026 close of $1,217.28.

TDG growth priced in fair value

pretickt analysis+14%a year, for ten years, to be worth the price

At $1,217.28 a share, TransDigm's free cash flow must grow about 14% a year for ten years to be worth the price (Nov 13, 2026).

What is TransDigm's P/E ratio?

TransDigm's P/E ratio is 34.3 (Nov 13, 2026), below its 3-year median of 44.3. Investors pay 34.3 times TransDigm's earnings (Nov 13, 2026), more than for Honeywell Aerospace (27.5), L3Harris (25.4) and Northrop Grumman (17.4), less than for Howmet Aerospace (43.2).

Who are TransDigm's biggest competitors?

pretickt compares TransDigm with Northrop Grumman, Honeywell Aerospace, L3Harris and Howmet Aerospace. TransDigm's sales grew 20% in the 12 months to Sep 30, 2026, faster than L3Harris (+7%) and Northrop Grumman (+7%), slower than Howmet Aerospace (+22%).

Is TransDigm profitable?

TransDigm's operating margin was 46% in the 12 months to Sep 30, 2026, against 44% in fiscal 2023. TransDigm generated $1.91B of free cash flow in the 12 months to Sep 30, 2026, about as much as its reported profit.

Who is dumping TransDigm stock?

TransDigm's executives and directors sold a net $461M of shares in the 12 months to Nov 13, 2026 ($465M sold, $3.84M bought).

How does TransDigm make money?

Power And Control brought TransDigm 52% of its sales in fiscal 2025; Airframe 47%.

Who owns TransDigm stock?

1,180 institutions hold 92% of TransDigm's shares (Jun 30, 2026); BlackRock added shares that quarter, Capital Group and Vanguard sold some.

How many employees does TransDigm have?

TransDigm had 16,500 employees at the end of fiscal 2025, 1% fewer than a year before.

Who are TransDigm's biggest customers?

No customer made 10% of TransDigm's sales in fiscal 2026.

From the companies' statements (FMP), their filings read by pretickt, the analysts and the insiders, as of Nov 13, 2026. Each card says what a fact means for its question, never what to do with the stock: for information only, not investment advice.